Gary Rozak

Online Trading Academy
Gary Rozak Photo

Gary Rozak is a former floor trader who brings extensive real-world experience to his role as Online Trading Academy Instructor. He also understands the complexity of portfolio management as a fiduciary for a 401(k) plan and can help students who want to take control of their retirement plans.

Gary feels that many investors take many risks they don’t need to, either through lack of education or inappropriate advice. In his classes, he emphasizes the importance of the proper risk/reward ratio on each and every trade.

Gary came to Online Trading Academy because he felt it offers the best education platform in teaching wealth management, trading skills and confidence. His passion is to help others achieve financial independence by sharing his deep knowledge of the markets.


Past

  • Bachelor of Arts, University of Wisconsin - Madison
  • Former floor trader, Chicago Board of Trade (CBOT) and Chicago Mercantile Exchange (CME)
  • Managing Director of a fixed income and mortgage-backed securities company
  • President of a $30 million electronics company with 18 U.S. locations and Fiduciary for its 401(k) plan

Specialties

  • UK Markets
  • US Markets

Expertise

  • Wealth Management

Endeavors

  • Traded a $300 million portfolio of mortgage-backed securities and U.S. Treasuries to hedge existing mortgages during the 2008 financial crisis
  • Hosts a regular LinkedIn forum on interest rates and yield curves, focused on the U.S. Treasury auctions
  • Avid recreational athlete who enjoys hockey, skiing, basketball and golf

Hometown

Illinois, USA

What Students Are Saying

“Thank You, OTA, for having Gary Rozak teaching ProActive Investor. I'm able to protect my assets better using his methods and strategies rather than using other Wealth managers.”

, November 2017

“Gary has laid out a very easy to understand, easy to follow methodology to provide us with tools to greatly enhance our portfolios. I am leaving his class very excited to start implementing the techniques he has taught us.”

, November 2017

“I heard specifically about Gary Rozak's Proactive Investor class. In essence, after these five days of class, it has exceeded my expectation.”

, November 2017

“Learning from Gary has been a joy. His practical approach and years of experience are unmatched. I'm looking forward to jumping in head first!”

, September 2017

“This proactive investor class is well delivered in a positive and supportive manner by a truly knowledgeable and non egotistical instructor, with patience; he is student-centric. Gary is a gem and I would wait a year to do it again just to get more from his wide and non-traditional knowledge base, or travel to his out of town presentation.”

, September 2017

“This class as taught by Gary Rozak was an exceptional experience due to his 25 plus years as and active trader and his ability to simplify the complex down to the basics and practical implementation of the core strategies. The course is a systematic approach to investment planning. I have had some very good instructor a OTA but I have to say Gary Rozak is the best instructor I have had. Thank you OTA for your selection of great professional instructors.”

, August 2017

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